ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Parag Parikh Large Cap Fund

ABSL vs PPFAS· Portfolio Overlap Analysis

49.8%High Overlap
24 common stocksRank #10440 / 20,000

Investor takeaway: At 49.8% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (24)

StockWt% in ADITYA BIRLA SUN LIFE ELSS TAXWt% in Parag Parikh Large CapOverlap
ICICI Bank Limited
Banks
7.22%7.17%7.17%
HDFC Bank Limited
Banks
6.93%9.77%6.93%
Reliance Industries Limited
Petroleum Products
4.02%6.82%4.02%
State Bank of India
Banks
4.47%3.61%3.61%
Bharti Airtel Limited
Telecom - Services
3.38%3.79%3.38%
Infosys Limited
IT - Software
4.47%3.30%3.30%
Axis Bank Limited
Banks
4.74%2.91%2.91%
Larsen & Toubro Limited
Construction
2.72%3.64%2.72%
Mahindra & Mahindra Limited
Automobiles
2.72%2.20%2.20%
Bajaj Finance Limited
Finance
1.73%1.92%1.73%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
2.32%1.33%1.33%
NTPC Limited
Power
1.46%1.31%1.31%
Titan Company Limited
Consumer Durables
1.38%1.29%1.29%
Eternal Limited
Retailing
2.17%1.28%1.28%
UltraTech Cement Limited
Cement & Cement Products
1.25%1.09%1.09%
Hindustan Unilever Limited
Diversified FMCG
1.01%1.50%1.01%
Hindalco Industries Limited
Non - Ferrous Metals
2.08%0.97%0.97%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
2.57%0.81%0.81%
Tech Mahindra Limited
IT - Software
2.11%0.62%0.62%
Cholamandalam Investment and Finance Company Limited
Finance
1.58%0.53%0.53%
Varun Beverages Limited
Beverages
1.47%0.45%0.45%
Avenue Supermarts Limited
Retailing
1.60%0.41%0.41%
Adani Power Limited
Power
1.00%0.40%0.40%
Godrej Consumer Products Limited
Personal Products
2.04%0.35%0.35%

Unique to ADITYA BIRLA SUN LIFE ELSS TAX

  • Fortis Healthcare Limited3.13%

Unique to Parag Parikh Large Cap

  • Kotak Mahindra Bank Limited2.25%

Sector Overlap Breakdown

Banks
20.6% (4)
Petroleum Products
4.0% (1)
IT - Software
3.9% (2)
Telecom - Services
3.4% (1)
Construction
2.7% (1)
Finance
2.3% (2)
Automobiles
2.2% (1)
Power
1.7% (2)
Retailing
1.7% (2)
Pharmaceuticals & Biotechnology
1.3% (1)
Consumer Durables
1.3% (1)
Cement & Cement Products
1.1% (1)
Diversified FMCG
1.0% (1)
Non - Ferrous Metals
1.0% (1)
Transport Infrastructure
0.8% (1)
Beverages
0.5% (1)
Personal Products
0.3% (1)

More comparisons for ADITYA BIRLA SUN LIFE ELSS TAX

More comparisons for Parag Parikh Large Cap

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.